Circle of Wealth®
Getting Started & Dashboard
- COW - RRON - Four Questions Report feature
- Software Orientation
- Add Your Logo & Photo to the Software Top Banner
- Pop-up Presentations & Screens
- Draw Tool Tutorial
- Help On this Screen
Settings & Resources
Contacts
- ★ Import Contact cow4 File
- Contact Overview
- How to Turn on Contact Privacy Mode
- Contact Data Tab
- Contacts Adding To-dos Notes Activity Ledger Privacy & Printing PDF Report
- Import Contacts via a CSV File
Presentations
- CP Gateway & Communication Profile Training
- Presentation Dashboard Overview
- Personal Economic Model's Scenarios
- Personal Economic Model Protection Tools
- Personal Economic Model Functionality & Linked Presentations
- Personal Economic Model Changing the House Tank to a Different Major Capital Purchase.
Custom Presentation Builder
Report Builder
Referral Center
FAQs
- Cow Desktop Software - Key Board Shortcuts
- How do I change my password to the software & members site?
- How do I import and export information into the software?
- What does my Login Error Message mean?
- Can I still use my the Windows Legacy Circle of Wealth®?
- Will my Legacy Communication Profile clients and reports be available in the Current Version?